WP looks into the recently announced partnership between a Canadian wealth management company and a law firm
New stats show LGBT investors aren't seeking LGBT advisors
Series of pricey mutual funds expanded with lower management fees
Succession plans are rare in the advisory segment; so finding a successful case study can be a challenge. One advisor explains how he designed a process that gives him more free time and doesn't leave clients in the lurch.
No need for statutory fiduciary duty, says law firm
Advisors may be hesitant to hand over the reins to the banks
Frustration looms over perceived lack of ROI from social-media efforts
The Great Canadian Sick Day is clearly alive and well, as evidenced by these 20 hilarious and real-life excuses to miss work.
Shareholders, including about 300,000 seniors, will save about $145 annually
Some advisors say directory is discriminatory
Mortgage brokers under 30 add on financial-advice designation, according to an Australian study